Cortland Holdings, Llc 401(k) Plan
Sponsored by Cortland Holdings, Llc · EIN 465619534 · Plan #001
- Total assets
- $57.1M
- Net assets
- $57.1M
- Active participants
- 2,381
- With balances
- 3,403
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $285,512 |
| Investment advisory (participants) | $129,562 |